secwatch.observer — SEC 8-K summary
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Issuer:     IDEAYA Biosciences, Inc. (IDYA)
CIK:        0001676725
Form:       8-K
Filed at:   2026-02-17T23:59:59+00:00
Accession:  0001193125-26-052741
Event type: earnings
Sentiment:  neutral
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

IDEAYA expects topline PFS data from darovasertib Phase 2/3 trial by late March 2026
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- 130 required PFS events confirmed by BICR; topline results from OptimUM-02 trial (1L HLA*A2-negative mUM) expected ~last week of March 2026.
- Cash, cash equivalents and marketable securities ~$1.05B as of Dec 31, 2025; expected to fund operations into 2030.
- Q4 2025 net loss $83.3M vs $130.3M in Q4 2024; R&D expenses $86.6M, down from $140.2M (prior Q4 included $75M license payment to Hengrui).
- GSK terminated Collaboration Agreement; Werner Helicase (IDE275) and Pol Theta (IDE705) programs to be transferred to IDEAYA.
- Anticipates initiation of IDE849 monotherapy registrational study in 2L+ SCLC/NEC by end of 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1676725/000119312526052741/0001193125-26-052741-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1676725/000119312526052741/idya-20260217.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-052741

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer